Resourceful, creative, loyal exceptional interpersonal skills. client centric, continous improvement

COMPANY	POSITION HELD	DATES WORKED
Morgan Stanley	(Confidential)	6/1979 - 6/2007
Morgan Stanley	(Confidential)	6/1979 - 6/2007

SCHOOL	MAJOR	YEAR	DEGREE
college of SI	liberal arts	1986	Associate Degree

Highlights:

Launched the sub-accounting business for the firm ; performing record keeping services for third party distributed funds. Led strategic planning of twenty-six fund family conversions encompassing 3.2m positions Generated 50m yearly in service fees maintaining a 82% profit margin Represented Operations department on working committee to establish Firm’s Fund Supermarket Played a key role in the design and implementation of the mutual fund system interfaces with the National Securities Clearing Corporation along with mutual fund companies that allowed for increased operating efficiencies Represented Operations department on working group committee to establish mutual fund clearing capabilities for Dean Witter’s joint venture with Nations Bank as well as providing mutual fund clearing fund services for Wells Fargo and Bank of America Prior committee member on the ICI Broker Dealer Advisory Committee Renegotiated service agreement with vendor realizing a 33% reduction in fees Implemented innovative process improvements and the use of desktop tools that allowed for maintaining existing staffing levels while increasing the account base and financial transactions 100%

Companies I like:

Goldman Sachs, UBS, Lehman

P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Technology Solutions
Sales Support
Software Implementation
Requirements Analysis & Specification
Leadership

Lead various company wide implementations of new business opportunities, cannot do is unacceptable, utilize intfrastructure of entire firm if necessary, seek out subject matter experts,